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Notify team members via email when new Clio documents are uploaded, and filter by type and creator

Notify team members via email when new Clio documents are uploaded, and filter by type and creator

Notify your team via email when a new document is uploaded in Clio, filtering out specific document types and creators. This ensures relevant updates reach the right people, improving communication and project management.

Notify team members via email when new Clio documents are uploaded, and filter by type and creator

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Overview

Notify your team via email when a new document is uploaded in Clio, filtering out specific document types and creators. This ensures relevant updates reach the right people, improving communication and project management.

Notify team members via email when new Clio documents are uploaded, and filter by type and creator